Category: online | 線上 | 온라인으로 | オンライン

The online field has been one of the mainstays since I started writing online in 2003. My act of writing online was partly to understand online as a medium.

Online has changed in nature. It was first a destination and plane of travel. Early netizens saw it as virgin frontier territory, rather like the early American pioneers viewed the open vistas of the western United States. Or later travellers moving west into the newly developing cities and towns from San Francisco to Los Angeles.

America might now be fenced in and the land claimed, but there was a new boundless electronic frontier out there. As the frontier grew more people dialled up to log into it. Then there was the metaphor of web surfing. Surfing the internet as a phrase was popularised by computer programmer Mark McCahill. He saw it as a clear analogue to ‘channel surfing’ changing from station to station on a television set because nothing grabs your attention.

Web surfing tapped into the line of travel and 1990s cool. Surfing like all extreme sport at the time was cool. And the internet grabbed your attention.

Broadband access, wi-fi and mobile data changed the nature of things. It altered what was consumed and where it was consumed. The sitting room TV was connected to the internet to receive content from download and streaming services. Online radio, podcasts and playlists supplanted the transistor radio in the kitchen.

Multi-screening became a thing, tweeting along real time opinions to reality TV and live current affairs programmes. Online became a wrapper that at its worst envelopes us in a media miasma of shrill voices, vacuous content and disinformation.

  • April 2025 newsletter

    April 2025 introduction – key to the door (21)

    Welcome to my April 2025 newsletter, this newsletter marks my 21st issue.

    21 marks a transition to full adulthood in various countries, hence ‘keys to the door’ in bingo slang. In Chinese numbers, symbolism is often down to phrases that numbers sound like. 21 sounds like “easily definitely fine” – indicating an auspicious association with the number.

    For some reason this month I have had Bill McClintock’s Motor City Woman on repeat. It’s a mash-up of The Spinners – I’ll be Around, Queensrÿche – Jet City Woman and Steely Dan – Do it Again. It’s a bit of an ear worm – you’re welcome.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    Strategic outcomes

    Things I’ve written.

    • Cleaned up copy of an interview I did as a juror for the PHNX Awards. More here.
    • From the challenges faced by Apple Intelligence to drone deliveries and designing in lightness.
    • I thought about how computing tends towards efficiency along the story arc of its history and its likely impact on our use of AI models.

    Books that I have read.

    Currently reading
    • The Leftover Woman by Jean Kwok. The book is a complex thriller. The story is straight forward, but the books covers complex, fraught issues with aplomb from misogyny, the male gaze to the white saviour complex.
    • The Tiger That Isn’t by Michael Blastland and Andrew Dilnot focused on the use of numbers in the media. But it’s also invaluable for strategists reading and interrogating pre-existing research. As a book is very easy-going and readable. I read it travelling back-and-forth to see the parents.
    • A Spy Alone was written by former MI6 officer Charles Beaumont. I was reminded of the dreary early 1970s of George Smiley’s Britain in Tinker, Tailor, Soldier, Spy by the tone of the book. However A Spy Alone is alarmingly contemporary, with oblique references to UK infrastructure investments in the UK attached to a hostile foreign power, private sector intelligence, open source intelligence a la Bellingcat, nihilistic entrepreneurs and a thoroughly corrupted body politic. Beaumont’s story features a post cold-war spy ring in Oxford University echoing the cold war Cambridge spy ring. Beaumont touches on real contemporary issues through the classic thriller, in the same way that Mick Herron uses satire.

    Things I have been inspired by.

    Big brand advertising isn’t as digital as we think.

    Trends in TV 2025 by Thinkbox threw up some interesting data points and hypotheses.

    • Advertising is eating retail property. A good deal of search and social advertising gains is not from traditional advertising, but traditional retailing, in place of a real-world shop front. This is primarily carried out by small and medium-sized enterprises. I imagine a lot of this is Chinese direct-to-consumer businesses. 80% of Meta’s revenue is not from the six largest advertising holding companies.
    • Viewership across video platforms both online and offline have stabilised in the UK. (Separately I heard that ITV were getting the same viewership per programme, but it’s been attenuated with the rise of time-shifted content via the online viewership.

    World views

    WARC highlighted research done by Craft Human Intelligence for Channel 4 where they outlined six world views for young adults. While it was couched in terms of ‘gen-z’, I would love to see an ongoing inter-cohort longitudinal study to see how these world views change over time in young people. This would also provide an understanding of it it reflects wider population world views. BBH Labs past work looking at Group Cohesion Score of gen-Z – implies that this is unlikely to be just a generational change but might have a more longitudinal effect across generations to varying extents.

    Anyway back to he six world views outlined:

    • ‘Girl power’ feminists. 99% identified as female. About 21% of their cohort. “While they’re overwhelmingly progressive, their focus tends to be on personal goals rather than macro-level politics. They underindex heavily on engagement with UK politics and society.”
    • ‘Fight for your rights’. 12% of cohort, 60% female, educated and engaged with current affairs. “Although they consider themselves broadly happy, they believe the UK is deeply unfair – but believe that progress is both necessary and achievable.”
    • ‘Dice are loaded’ are 15% of their cohort. 68% female. “Feeling left behind, they perceive themselves to lack control over their future, and are worried about finances, employment, housing, mental health, or physical appearance.”
    • ‘Zero-sum’ thinkers comprise 18% of their cohort. Over-index at higher end of social-economic scale, gender balanced. “…they lean toward authoritarian and radical views on both sides of the political spectrum.”
    • ‘Boys can’t be boys’ are 14% of the cohort and 82% male. Supporters of traditional masculinity.
    • ‘Blank slates’. 20% of their cohort, all of them male. “They aren’t unintelligent or unambitious, but they pay little attention to matters beyond their own, immediate world. While some follow the news, their main focus is on just getting on with life”.

    More here and here.

    FMCG performance

    At the beginning of March, Unilever abruptly replaced its CEO. Hein Schumacher was out, and in the space of a week CFO Fernando Fernandez became CEO. That showed a deep internal dissatisfaction with Unilever’s performance that surprised shareholders AND the business media. Over the past decade Unilever has leaned hard into premium products and influencer marketing.

    “There are 19,000 zip codes in India. There are 5,764 municipalities in Brazil. I want one influencer in each of them,” Fernandez said. “That’s a significant change. It requires a machine of content creation, very different to the one we had in the past . . . ”

    Fernandez wants to lean even harder into influencer marketing. But I thought that there was a delta on this approach given his goal to have higher margin premium brands that are highly desirable.

    “Desirability at scale and marketing activity systems at scale will be the fundamental principles of our marketing strategy”

    Meanwhile Michael Farmer’s newsletter had some datapoints that were very apropos to the Unilever situation.

    “…for the fifty years from 1960 to 2010, the combined FMCG sales of P&G, Unilever, Nestle and Colgate-Palmolive grew at about an 8% compounded annual growth rate per year. The numbers associated with this long-term growth rate are staggering. P&G alone grew from about $1 billion (1960) to $79 billion in 2010. Throughout this period, P&G was the industry’s advocate for the power of advertising, becoming the largest advertiser in the US, with a focus on traditional advertising — digital / social advertising had hardly begun until 2010. Since 2010, with the advent of digital / social advertising, and massive increases in digital / social spend, P&G, Unilever, Nestle and Colgate-Palmolive have grown, collectively, at less than 1% per year, about half the growth rate of the US economy (2.1% per year). They are not the only major advertisers who have grown below GDP rates. At least 20 of the 50 largest advertisers in the US have grown below 2% per year for the past 15 years. Digital and social advertising, of course, have come to dominate the advertising scene since 2010, and it represents, today, about 2/3rds of all advertising spend.”

    Mr Fernandez has quite the Gordian knot to try and solve, one-way or another.

    Automated communications and AI influencers

    Thanks to Stephen Waddington‘s newsletter highlighted a meta-analysis of research papers on the role of automation and generative AI in communications. What’s interesting is the amount of questions that the paper flags, which are key to consideration of these technologies in marketing and advertising. More here.

    LinkedIn performance

    Social Insider has pulled together some benchmarking data on LinkedIn content performance. It helps guide what good looks like and the content types to optimise for on LinkedIn. Register and download here.

    Chart of the month. 

    The FT had some really interesting data points that hinted at a possible longitudinal crisis in various aspects of reasoning and problem solving. There has been few ongoing studies in this area, and it deserves more scrutiny.

    reasoning and problem solving

    In his article Have humans past peak brain power, FT data journalist John Burn-Murdoch makes the case about traits which would support intelligence and innovation from reading, to mathematical reasoning and problem solving have been on a downward trends. The timing of this decline seems to correlate with the rise of the social web.

    If true, over time this may work its way into marketing effectiveness. My best guess would be that rational messages are likely to be less effective in comparison to simple emotional messages with a single-minded intent over time. This should show up in both short term and long term performance. A more cynical view might be that the opportunity for bundling and other pricing complexities could facilitate greater profit margins over time.

    Things I have watched. 

    Akira Kurosawa’s Stray Dog is a film that I can watch several times over despite the film being over 75 years old now. Detective Murakami’s trek through the neighbourhoods of occupation-era Tokyo and all the actors performances are stunning. The storytelling is amazing and there are set pieces in here that are high points in cinema history. I don’t want to say too much more and spoil it for you, if you haven’t already seen it.

    Ghost in the Shell: Standalone Complex – Solid State Society – this is a follow on to the original GiTS manga and anime films touches directly on the challenges faced looking after Japan’s aging society. Central to the story is the apparent kidnapping over time of 20,000 children who can’t remember who their parents are. The plot is up to the usual high standard with government intrigue, technical and societal challenges.

    The Wire series one – I stopped and started watching The Wire. Films better suited my focus at the time. I finally started into series one this month. The ensemble cast are brilliant. The show is now 22 years old, yet it has aged surprisingly well. While technology works miracles, the slow methodical approach to building a case is always the same.

    How Much Does Your Building Weigh, Mr Foster – is a fantastic documentary covering the career of architect Sir Norman Foster. I remember watching it at the ICA when it originally came out and enjoyed watching it again on DVD. Foster brings a similar approach to architecture that Colin Chapman brought to his Lotus cars. When we are now thinking about efficiency and sustainability, their viewpoints feel very forward-thinking in nature.

    Useful tools.

    Fixing the iOS Mail app

    You know something is up when media outlets are writing to you with instructions on how they can remain visible in your inbox. The problem is due to Apple’s revamp of the iPhone’s Mail.app as part of its update to iOS 18.2.

    So how do you do this?

    Open Mail.app and you can see the categorised folders at the top of your screen, under the search bar.

    Find each tab where an a given email has been put. Open the latest edition. Tap the upper right hand corner. Select ‘Categorise Sender’. Choose ‘Primary’ to make sure future emails from this sender are in your main inbox view.

    That’s going to get old pretty soon. My alternative is to toggle between views as it makes sense. Apple’s inbox groupings are handy when you want to quickly find items you can delete quickly. Otherwise the single view makes sense.

    Fixing mail app

    Inspiration for strategists

    Questions are probably the most important tool for strategists. 100 questions offers inspiration so you can focus on the right ones to ask for a given time.

    The sales pitch.

    I have been worked on the interrogation process and building responses to a couple of client new business briefs for friends (Red Robin Ventures and Craft Associates) and am now working a new brand and creative strategy engagement as part of an internal creative agency at Google.

    now taking bookings

    If you’re thinking about strategy needs in Q4 (October onwards) – keep me in mind; or discussions on permanent roles. Contact me on YunoJuno and LinkedIn; get my email from Spamty to drop me a line.

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my April 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and enjoy the May bank holidays.

    Don’t forget to share if you found it useful, interesting or insightful.

    Get in touch if there is anything that you’d like to recommend for the newsletter.

  • Intelligence per watt

    My thinking on the concept of intelligence per watt started as bullets in my notebook. It was more of a timeline than anything else at first and provided a framework of sorts from which I could explore the concept of efficiency in terms of intelligence per watt. 

    TL;DR (too long, didn’t read)

    Our path to the current state of ‘artificial intelligence’ (AI) has been shaped by the interplay and developments of telecommunications, wireless communications, materials science, manufacturing processes, mathematics, information theory and software engineering. 

    Progress in one area spurred advances in others, creating a feedback loop that propelled innovation.  

    Over time, new use cases have become more personal and portable – necessitating a focus on intelligence per watt as a key parameter. Energy consumption directly affects industrial design and end-user benefits. Small low-power integrated circuits (ICs) facilitated fuzzy logic in portable consumer electronics like cameras and portable CD players. Low power ICs and power management techniques also helped feature phones evolve into smartphones.  

    A second-order effect of optimising for intelligence per watt is reducing power consumption across multiple applications. This spurs yet more new use cases in a virtuous innovation circle. This continues until the laws of physics impose limits. 

    Energy storage density and consumption are fundamental constraints, driving the need for a focus on intelligence per watt.  

    As intelligence per watt improves, there will be a point at which the question isn’t just what AI can do, but what should be done with AI? And where should it be processed? Trust becomes less about emotional reassurance and more about operational discipline. Just because it can handle a task doesn’t mean it should – particularly in cases where data sensitivity, latency, or transparency to humans is non-negotiable. A highly capable, off-device AI might be a fine at drafting everyday emails, but a questionable choice for handling your online banking. 

    Good ‘operational security’ outweighs trust. The design of AI systems must therefore account not just for energy efficiency, but user utility and deployment context. The cost of misplaced trust is asymmetric and potentially irreversible.

    Ironically the force multiplier in intelligence per watt is people and their use of ‘artificial intelligence’ as a tool or ‘co-pilot’. It promises to be an extension of the earlier memetic concept of a ‘bicycle for the mind’ that helped inspire early developments in the personal computer industry. The upside of an intelligence per watt focus is more personal, trusted services designed for everyday use. 

    Integration

    In 1926 or 27, Loewe (now better known for their high-end televisions) created the 3NF[i].

    While not a computer, but instead to integrate several radio parts in one glass envelope vacuum valve. This had three triodes (early electronic amplifiers), two capacitors and four resistors. Inside the valve the extra resistor and capacitor components went inside their own glass tubes. Normally each triode would be inside its own vacuum valve. At the time, German radio tax laws were based on the number of valve sockets in a device, making this integration financially advantageous. 

    Post-war scientific boom

    Between 1949 and 1957 engineers and scientists from the UK, Germany, Japan and the US proposed what we’d think of as the integrated circuit (IC). These ideas were made possible when breakthroughs in manufacturing happened. Shockley Semiconductor built on work by Bell Labs and Sprague Electric Company to connect different types of components on the one piece of silicon to create the IC. 

    Credit is often given to Jack Kilby of Texas Instruments as the inventor of the integrated circuit. But that depends how you define IC, with what is now called a monolithic IC being considered a ‘true’ one. Kilby’s version wasn’t a true monolithic IC. As with most inventions it is usually the child of several interconnected ideas that coalesce over a given part in time. In the case of ICs, it was happening in the midst of materials and technology developments including data storage and computational solutions such as the idea of virtual memory through to the first solar cells. 

    Kirby’s ICs went into an Air Force computer[ii] and an onboard guidance system for the Minuteman missile. He went on to help invent the first handheld calculator and thermal printer, both of which took advantage of progress in IC design to change our modern way of life[iii]

    TTL (transistor-to-transistor logic) circuitry was invented at TRW in 1961, they licensed it out for use in data processing and communications – propelling the development of modern computing. TTL circuits powered mainframes. Mainframes were housed in specialised temperature and humidity-controlled rooms and owned by large corporates and governments. Modern banking and payments systems rely on the mainframe as a concept. 

    AI’s early steps 

    Science Museum highlights

    What we now thing of as AI had been considered theoretically for as long as computers could be programmed. As semiconductors developed, a parallel track opened up to move AI beyond being a theoretical possibility. A pivotal moment was a workshop was held in 1956 at Dartmouth College. The workshop focused on a hypothesis ‘every aspect of learning or any other feature of intelligence can be so precisely described that a machine can be made to simulate it’. Later on, that year a meeting at MIT (Massachusetts Institute of Technology) brought together psychologists and linguists to discuss the possibility of simulating cognitive processes using a computer. This is the origin of what we’d now call cognitive science. 

    Out of the cognitive approach came some early successes in the move towards artificial intelligence[iv]. A number of approaches were taken based on what is now called symbolic or classical AI:

    • Reasoning as search – essentially step-wise trial and error approach to problem solving that was compared to wandering through a maze and back-tracking if a dead end was found. 
    • Natural language – where related phrases existed within a structured network. 
    • Micro-worlds – solving for artificially simple situations, similar to economic models relying on the concept of the rational consumer. 
    • Single layer neural networks – to do rudimentary image recognition. 

     By the time the early 1970s came around AI researchers ran into a number of problems, some of which still plague the field to this day:

    • Symbolic AI wasn’t fit for purpose solving many real-world tasks like crossing a crowded room. 
    • Trying to capture imprecise concepts with precise language.
    • Commonsense knowledge was vast and difficult to encode. 
    • Intractability – many problems require an exponential amount of computing time. 
    • Limited computing power available – there was insufficient intelligence per watt available for all but the simplest problems. 

    By 1966, US and UK funding bodies were frustrated with the lack of progress on the research undertaken. The axe fell first on a project to use computers on language translation. Around the time of the OPEC oil crisis, funding to major centres researching AI was reduced by both the US and UK governments respectively. Despite the reduction of funding to the major centres, work continued elsewhere. 

    Mini-computers and pocket calculators

    ICs allowed for mini-computers due to the increase in computing power per watt. As important as the relative computing power, ICs made mini-computers more robust, easier to manufacture and maintain. DEC (Digital Equipment Corporation) launched the first minicomputer, the PDP-8 in 1964. The cost of mini-computers allowed them to run manufacturing processes, control telephone network switching and control labouratory equipment. Mini-computers expanded computer access in academia facilitating more work in artificial life and what we’d think of as early artificial intelligence. This shift laid the groundwork for intelligence per watt as a guiding principle.

    A second development helped drive mass production of ICs – the pocket calculator, originally invented at Texas Instruments.  It demonstrated how ICs could dramatically improve efficiency in compact, low-power devices.

    LISP machines and PCs

    AI researchers required more computational power than mini-computers could provide, leading to the development of LISP machines—specialised workstations designed for AI applications. Despite improvements in intelligence per watt enabled by Moore’s Law, their specialised nature meant that they were expensive. AI researchers continued with these machines until personal computers (PCs) progressed to a point that they could run LISP quicker than LISP machines themselves. The continuous improvements in data storage, memory and processing that enabled LISP machines, continued on and surpassed them as the cost of computing dropped due to mass production. 

    The rise of LISP machines and their decline was not only due to Moore’s Law in effect, but also that of Makimoto’s Wave. While Gordon Moore outlined an observation that the number of transistors on a given area of silicon doubled every two years or so. Tsugio Makimoto originally observed 10-year pivots from standardised semiconductor processors to customised processors[v]. The rise of personal computing drove a pivot towards standardised architectures. 

    PCs and workstations extended computing beyond computer rooms and labouratories to offices and production lines. During the late 1970s and 1980s standardised processor designs like the Zilog Z80, MOS Technology 6502 and the Motorola 68000 series drove home and business computing alongside Intel’s X86 processors. 

    Personal computing started in businesses when office workers brought a computer to use early computer programmes like the VisiCalc spreadsheet application. This allowed them to take a leap forward in not only tabulating data, but also seeing how changes to the business might affect financial performance. 

    Businesses then started to invest more in PCs for a wide range of uses. PCs could emulate the computer terminal of a mainframe or minicomputer, but also run applications of their own. 

    Typewriters were being placed by word processors that allowed the operator to edit a document in real time without resorting to using correction fluid

    A Bicycle for the Mind

    Steve Jobs at Apple was as famous for being a storyteller as he was for being a technologist in the broadest sense. Internally with the Mac team he shared stories and memetic concepts to get his ideas across in everything from briefing product teams to press interviews. As a concept, a 1990 filmed interview with Steve Jobs articulates the context of this saying particularly well. 

    In reality, Jobs had been telling the story for a long time through the development of the Apple II and right from the beginning of the Mac. There is a version of the talk that was recorded some time in 1980 when the personal computer was still a very new idea – the video was provided to the Computer History Museum by Regis McKenna[vi].

    The ‘bicycle for the mind’ concept was repeated in early Apple advertisements for the time[vii] and even informed the Macintosh project codename[viii]

    Jobs articulated a few key concepts. 

    • Buying a computer creates, rather than reduces problems. You needed software to start solving problems and making computing accessible. Back in 1980, you programmed a computer if you bought one. Which was the reason why early personal computer owners in the UK went on to birth a thriving games software industry including the likes of Codemasters[ix]. Done well, there should be no seem in the experience between hardware and software. 
    • The idea of a personal, individual computing device (rather than a shared resource).  My own computer builds on my years of how I have grown to adapt and use my Macs, from my first sit-up and beg Macintosh, to the MacBook Pro that I am writing this post on. This is even more true most people and their use of the smartphone. I am of an age, where my iPhone is still an appendage and emissary of my Mac. My Mac is still my primary creative tool. A personal computer is more powerful than a shared computer in terms of the real difference made. 
    • At the time Jobs originally did the speech, PCs were underpowered for anything but data processing (through spreadsheets and basic word processor applications). But that didn’t stop his idea for something greater. 

    Jobs idea of the computer as an adjunct to the human intellect and imagination still holds true, but it doesn’t neatly fit into the intelligence per watt paradigm. It is harder to measure the effort developing prompts, or that expended evaluating, refining and filtering generative AI results. Of course, Steve Jobs Apple owed a lot to the vision shown in Doug Engelbart’s ‘Mother of All Demos’[x].

    Networks

    Work took a leap forward with office networked computers pioneered by Macintosh office by Apple[xi]. This was soon overtaken by competitors. This facilitated work flow within an office and its impact can still be seen in offices today, even as components from print management to file storage have moved to cloud-based services. 

    At the same time, what we might think of as mobile was starting to gain momentum. Bell Labs and Motorola came up with much of the technology to create cellular communications. Martin Cooper of Motorola made the first phone call on a cellular phone to a rival researcher at Bell Labs. But Motorola didn’t sell the phone commercially until 1983, as a US-only product called the DynaTAC 8000x[xii].  This was four years after Japanese telecoms company NTT launched their first cellular network for car phones. Commercial cellular networks were running in Scandinavia by 1981[xiii]

    In the same way that the networked office radically changed white collar work, the cellular network did a similar thing for self-employed plumbers, electricians and photocopy repair men to travelling sales people. If they were technologically advanced, they may have had an answer machine, but it would likely have to be checked manually by playing back the tape. 

    Often it was a receptionist in their office if they had one. Or more likely, someone back home who took messages. The cell phone freed homemakers in a lot of self-employed households to go out into the workplace and helped raise household incomes. 

    Fuzzy logic 

    The first mainstream AI applications emerged from fuzzy logic, introduced by Lofti A. Zadeh in 1965 mathematical paper. Initial uses were for industrial controls in cement kilns and steel production[xiv]. The first prominent product to rely on fuzzy logic was the Zojirushi Micom Electric Rice Cooker (1983), which adjusted cooking time dynamically to ensure perfect rice. 

    Rice Cooker with Fuzzy Logic 3,000 yen avail end june

    Fuzzy logic reacted to changing conditions in a similar way to people. Through the 1980s and well into the 1990s, the power of fuzzy logic was under appreciated outside of Japanese product development teams. In a quote a spokesperson for the American Electronics Association’s Tokyo office said to the Washington Post[xv].

    “Some of the fuzzy concepts may be valid in the U.S.,”

    “The idea of better energy efficiency, or more precise heating and cooling, can be successful in the American market,”

    “But I don’t think most Americans want a vacuum cleaner that talks to you and says, ‘Hey, I sense that my dust bag will be full before we finish this room.’ “

    The end of the 1990s, fuzzy logic was embedded in various consumer devices: 

    • Air-conditioner units – understands the room, the temperature difference inside-and-out, humidity. It then switches on-and-off to balance cooling and energy efficiency.
    • CD players – enhanced error correction on playback dealing with imperfections on the disc surface.
    • Dishwashers – understood how many dishes were loaded, their type of dirt and then adjusts the wash programme.
    • Toasters – recognised different bread types, the preferable degree of toasting and performs accordingly.
    • TV sets – adjust the screen brightness to the ambient light of the room and the sound volume to how far away the viewer is sitting from the TV set. 
    • Vacuum cleaners – vacuum power that is adjusted as it moves from carpeted to hard floors. 
    • Video cameras – compensate for the movement of the camera to reduce blurred images. 

    Fuzzy logic sold on the benefits and concealed the technology from western consumers. Fuzzy logic embedded intelligence in the devices. Because it worked on relatively simple dedicated purposes it could rely on small lower power specialist chips[xvi] offering a reasonable amount of intelligence per watt, some three decades before generative AI. By the late 1990s, kitchen appliances like rice cookers and microwave ovens reached ‘peak intelligence’ for what they needed to do, based on the power of fuzzy logic[xvii].

    Fuzzy logic also helped in business automation. It helped to automatically read hand-written numbers on cheques in banking systems and the postcodes on letters and parcels for the Royal Mail. 

    Decision support systems & AI in business

    Decision support systems or Business Information Systems were being used in large corporates by the early 1990s. The techniques used were varied but some used rules-based systems. These were used in at least some capacity to reduce manual office work tasks. For instance, credit card approvals were processed based on rules that included various factors including credit scores. Only some credit card providers had an analyst manually review the decision made by system.  However, setting up each use case took a lot of effort involving highly-paid consultants and expensive software tools. Even then, vendors of business information systems such as Autonomy struggled with a high rate of projects that failed to deliver anything like the benefits promised. 

    Three decades on, IBM had a similar problem with its Watson offerings, with particularly high-profile failure in mission-critical healthcare applications[xviii]. Secondly, a lot of tasks were ad-hoc in nature, or might require transposing across disparate separate systems. 

    The rise of the web

    The web changed everything. The underlying technology allowed for dynamic data. 

    Software agents

    Examples of intelligence within the network included early software agents. A good example of this was PapriCom. PapriCom had a client on the user’s computer. The software client monitored price changes for products that the customer was interested in buying. The app then notified the user when the monitored price reached a price determined by the customer. The company became known as DealTime in the US and UK, or Evenbetter.com in Germany[xix].  

    The PapriCom client app was part of a wider set of technologies known as ‘push technology’ which brought content that the netizen would want directly to their computer. In a similar way to mobile app notifications now. 

    Web search

    The wealth of information quickly outstripped netizen’s ability to explore the content. Search engines became essential for navigating the new online world. Progress was made in clustering vast amounts of cheap Linux powered computers together and sharing the workload to power web search amongst them.  As search started to trying and make sense of an exponentially growing web, machine learning became part of the developer tool box. 

    Researchers at Carnegie-Mellon looked at using games to help teach machine learning algorithms based on human responses that provided rich metadata about the given item[xx]. This became known as the ESP game. In the early 2000s, Yahoo! turned to web 2.0 start-ups that used user-generated labels called tags[xxi] to help organise their data. Yahoo! bought Flickr[xxii] and deli.ico.us[xxiii]

    All the major search engines looked at how deep learning could help improve search results relevance. 

    Given that the business model for web search was an advertising-based model, reducing the cost per search, while maintaining search quality was key to Google’s success. Early on Google focused on energy consumption, with its (search) data centres becoming carbon neutral in 2007[xxiv]. This was achieved by a whole-system effort: carefully managing power management in the silicon, storage, networking equipment and air conditioning to maximise for intelligence per watt. All of which were made using optimised versions of open-source software and cheap general purpose PC components ganged together in racks and operating together in clusters. 

    General purpose ICs for personal computers and consumer electronics allowed easy access relatively low power computing. Much of this was down to process improvements that were being made at the time. You needed the volume of chips to drive innovation in mass-production at a chip foundry. While application-specific chips had their uses, commodity mass-volume products for uses for everything from embedded applications to early mobile / portable devices and computers drove progress in improving intelligence-per-watt.

    Makimoto’s tsunami back to specialised ICs

    When I talked about the decline of LISP machines, I mentioned the move towards standardised IC design predicted by Tsugio Makimoto. This led to a surge in IC production, alongside other components including flash and RAM memory.  From the mid-1990s to about 2010, Makimoto’s predicted phase was stuck in ‘standardisation’. It just worked. But several factors drove the swing back to specialised ICs. 

    • Lithography processes got harder: standardisation got its performance and intelligence per watt bump because there had been a steady step change in improvements in foundry lithography processes that allowed components to be made at ever-smaller dimensions. The dimensions are a function wavelength of light used. The semiconductor hit an impasse when it needed to move to EUV (extreme ultra violet) light sources. From the early 1990s on US government research projects championed development of key technologies that allow EUV photolithography[xxv]. During this time Japanese equipment vendors Nikon and Canon gave up on EUV. Sole US vendor SVG (Silicon Valley Group) was acquired by ASML, giving the Dutch company a global monopoly on cutting edge lithography equipment[xxvi]. ASML became the US Department of Energy research partner on EUV photo-lithography development[xxvii]. ASML spent over two decades trying to get EUV to work. Once they had it in client foundries further time was needed to get commercial levels of production up and running. All of which meant that production processes to improve IC intelligence per watt slowed down and IC manufacturers had to start about systems in a more holistic manner. As foundry development became harder, there was a rise in fabless chip businesses. Alongside the fabless firms, there were fewer foundries: Global Foundries, Samsung and TSMC (Taiwan Semiconductor Manufacturing Company Limited). TSMC is the worlds largest ‘pure-play’ foundry making ICs for companies including AMD, Apple, Nvidia and Qualcomm. 
    • Progress in EDA (electronic design automation). Production process improvements in IC manufacture allowed for an explosion in device complexity as the number of components on a given size of IC doubled every 18 months or so. In the mid-to-late 1970s this led to technologists thinking about the idea of very large-scale integration (VLSI) within IC designs[xxviii]. Through the 1980s, commercial EDA software businesses were formed. The EDA market grew because it facilitated the continual scaling of semiconductor technology[xxix]. Secondly, it facilitated new business models. Businesses like ARM Semiconductor and LSI Logic allowed their customers to build their own processors based on ‘blocs’ of proprietary designs like ARM’s cores. That allowed companies like Apple to focus on optimisation in their customer silicon and integration with software to help improve the intelligence per watt[xxx]
    • Increased focus on portable devices. A combination of digital networks, wireless connectivity, the web as a communications platform with universal standards, flat screen displays and improving battery technology led the way in moving towards more portable technologies. From personal digital assistants, MP3 players and smartphone, to laptop and tablet computers – disconnected mobile computing was the clear direction of travel. Cell phones offered days of battery life; the Palm Pilot PDA had a battery life allowing for couple of days of continuous use[xxxi]. In reality it would do a month or so of work. Laptops at the time could do half a day’s work when disconnected from a power supply. Manufacturers like Dell and HP provided spare batteries for travellers. Given changing behaviours Apple wanted laptops that were easy to carry and could last most of a day without a charge. This was partly driven by a move to a cleaner product design that wanted to move away from swapping batteries. In 2005, Apple moved from PowerPC to Intel processors. During the announcement at the company’s worldwide developer conference (WWDC), Steve Jobs talked about the focus on computing power per watt moving forwards[xxxii]

    Apple’s first in-house designed IC, the A4 processor was launched in 2010 and marked the pivot of Makimoto’s wave back to specialised processor design[xxxiii].  This marked a point of inflection in the growth of smartphones and specialised computing ICs[xxxiv]

    New devices also meant new use cases that melded data on the web, on device, and in the real world. I started to see this in action working at Yahoo! with location data integrated on to photos and social data like Yahoo! Research’s ZoneTag and Flickr. I had been the Yahoo! Europe marketing contact on adding Flickr support to Nokia N-series ‘multimedia computers’ (what we’d now call smartphones), starting with the Nokia N73[xxxv].  A year later the Nokia N95 was the first smartphone released with a built-in GPS receiver. William Gibson’s speculative fiction story Spook Country came out in 2007 and integrated locative art as a concept in the story[xxxvi]

    Real-world QRcodes helped connect online services with the real world, such as mobile payments or reading content online like a restaurant menu or a property listing[xxxvii].

    I labelled the web-world integration as a ‘web-of-no-web’[xxxviii] when I presented on it back in 2008 as part of an interactive media module, I taught to an executive MBA class at Universitat Ramon Llull in Barcelona[xxxix]. In China, wireless payment ideas would come to be labelled O2O (offline to online) and Kevin Kelly articulated a future vision for this fusion which he called Mirrorworld[xl]

    Deep learning boom

    Even as there was a post-LISP machine dip in funding of AI research, work on deep (multi-layered) neural networks continued through the 1980s. Other areas were explored in academia during the 1990s and early 2000s due to the large amount of computing power needed. Internet companies like Google gained experience in large clustered computing, AND, had a real need to explore deep learning. Use cases include image recognition to improve search and dynamically altered journeys to improve mapping and local search offerings. Deep learning is probabilistic in nature, which dovetailed nicely with prior work Microsoft Research had been doing since the 1980s on Bayesian approaches to problem-solving[xli].  

    A key factor in deep learning’s adoption was having access to powerful enough GPUs to handle the neural network compute[xlii]. This has allowed various vendors to build Large Language Models (LLMs). The perceived strategic importance of artificial intelligence has meant that considerations on intelligence per watt has become a tertiary consideration at best. Microsoft has shown interest in growing data centres with less thought has been given on the electrical infrastructure required[xliii].  

    Google’s conference paper on attention mechanisms[xliv] highlighted the development of the transformer model. As an architecture it got around problems in previous approaches, but is computationally intensive. Even before the paper was published, the Google transformer model had created fictional Wikipedia entries[xlv]. A year later OpenAI built on Google’s work with the generative pre-trained transformer model better known as GPT[xlvi]

    Since 2018 we’ve seen successive GPT-based models from Amazon, Anthropic, Google, Meta, Alibaba, Tencent, Manus and DeepSeek. All of these models were trained on vast amounts of information sources. One of the key limitations for building better models was access to training material, which is why Meta used pirated copies of e-books obtained using bit-torrent[xlvii]

    These models were so computationally intensive that the large-scale cloud service providers (CSPs) offering these generative AI services were looking at nuclear power access for their data centres[xlviii]

    The current direction of development in generative AI services is raw computing power, rather than having a more energy efficient focus of intelligence per watt. 

    Technology consultancy / analyst Omdia estimated how many GPUs were bought by hyperscalers in 2024[xlix].

    CompanyNumber of Nvidia GPUs boughtNumber of AMD GPUs boughtNumber of self-designed custom processing chips bought
    Amazon196,0001,300,000
    Alphabet (Google)169,0001,500,000
    ByteDance230,000
    Meta224,000173,0001,500,000
    Microsoft485,00096,000200,000
    Tencent230,000

    These numbers provide an indication of the massive deployment on GPT-specific computing power. Despite the massive amount of computing power available, services still weren’t able to cope[l] mirroring some of the service problems experienced by early web users[li] and the Twitter ‘whale FAIL’[lii] phenomenon of the mid-2000s. The race to bigger, more powerful models is likely to continue for the foreseeable future[liii]

    There is a second class of players typified by Chinese companies DeepSeek[liv] and Manus[lv] that look to optimise the use of older GPT models to squeeze the most utility out of them in a more efficient manner. Both of these services still rely on large cloud computing facilities to answer queries and perform tasks. 

    Agentic AI

    Thinking on software agents went back to work being done in computer science in the mid-1970s[lvi]. Apple articulated a view[lvii]of a future system dubbed the ‘Knowledge Navigator’[lviii] in 1987 which hinted at autonomous software agents. What we’d now think of as agentic AI was discussed as a concept at least as far back as 1995[lix], this was mirrored in research labs around the world and was captured in a 1997 survey of research on intelligent software agents was published[lx]. These agents went beyond the vision that PapriCom implemented. 

    A classic example of this was Wildfire Communications, Inc. who created a voice enabled virtual personal assistant in 1994[lxi].  Wildfire as a service was eventually shut down in 2005 due to an apparent decline in subscribers using the service[lxii]. In terms of capability, Wildfire could do tasks that are currently beyond Apple’s Siri. Wildfire did have limitations due to it being an off-device service that used a phone call rather than an internet connection, which limited its use to Orange mobile service subscribers using early digital cellular mobile networks. 

    Almost a quarter century later we’re now seeing devices that are looking to go beyond Wildfire with varying degrees of success. For instance, the Rabbit R1 could order an Uber ride or groceries from DoorDash[lxiii]. Google Duplex tries to call restaurants on your behalf to make reservations[lxiv] and Amazon claims that it can shop across other websites on your behalf[lxv]. At the more extreme end is Boeing’s MQ-28[lxvi] and the Loyal Wingman programme[lxvii]. The MQ-28 is an autonomous drone that would accompany US combat aircraft into battle, once it’s been directed to follow a course of action by its human colleague in another plane. 

    The MQ-28 will likely operate in an electronic environment that could be jammed. Even if it wasn’t jammed the length of time taken to beam AI instructions to the aircraft would negatively impact aircraft performance. So, it is likely to have a large amount of on-board computing power. As with any aircraft, the size of computing resources and their power is a trade-off with the amount of fuel or payload it will carry. So, efficiency in terms of intelligence per watt becomes important to develop the smallest, lightest autonomous pilot. 

    As well as a more hostile world, we also exist in a more vulnerable time in terms of cyber security and privacy. It makes sense to have critical, more private AI tasks run on a local machine. At the moment models like DeepSeek can run natively on a top-of-the-range Mac workstation with enough memory[lxviii].  

    This is still a long way from the vision of completely local execution of ‘agentic AI’ on a mobile device because the intelligence per watt hasn’t scaled down to that level to useful given the vast amount of possible uses that would be asked of the Agentic AI model. 

    Maximising intelligence per watt

    There are three broad approaches to maximise the intelligence per watt of an AI model. 

    • Take advantage of the technium. The technium is an idea popularised by author Kevin Kelly[lxix]. Kelly argues that technology moves forward inexorably, each development building on the last. Current LLMs such as ChatGPT and Google Gemini take advantage of the ongoing technium in hardware development including high-speed computer memory and high-performance graphics processing units (GPU).  They have been building large data centres to run their models in. They build on past developments in distributed computing going all the way back to the 1962[lxx]
    • Optimise models to squeeze the most performance out of them. The approach taken by some of the Chinese models has been to optimise the technology just behind the leading-edge work done by the likes of Google, OpenAI and Anthropic. The optimisation may use both LLMs[lxxi] and quantum computing[lxxii] – I don’t know about the veracity of either claim. 
    • Specialised models. Developing models by use case can reduce the size of the model and improve the applied intelligence per watt. Classic examples of this would be fuzzy logic used for the past four decades in consumer electronics to Mistral AI[lxxiii] and Anduril’s Copperhead underwater drone family[lxxiv].  

    Even if an AI model can do something, should the model be asked to do so?

    AI use case appropriateness

    We have a clear direction of travel over the decades to more powerful, portable computing devices –which could function as an extension of their user once intelligence per watt allows it to be run locally. 

    Having an AI run on a cloud service makes sense where you are on a robust internet connection, such as using the wi-fi network at home. This makes sense for general everyday task with no information risk, for instance helping you complete a newspaper crossword if there is an answer you are stuck on and the intellectual struggle has gone nowhere. 

    A private cloud AI service would make sense when working, accessing or processing data held on the service. Examples of this would be Google’s Vertex AI offering[lxxv]

    On-device AI models make sense in working with one’s personal private details such as family photographs, health information or accessing apps within your device. Apps like Strava which share data, have been shown to have privacy[lxxvi] and security[lxxvii] implications. ***I am using Strava as an example because it is popular and widely-known, not because it is a bad app per se.***

    While businesses have the capability and resources to have a multi-layered security infrastructure to protect their data most[lxxviii]of[lxxix] the[lxxx] time[lxxxi], individuals don’t have the same security. As I write this there are privacy concerns[lxxxii] expressed about Waymo’s autonomous taxis. However, their mobile device is rarely out of physical reach and for many their laptop or tablet is similarly close. All of these devices tend to be used in concert with each other. So, for consumers having an on-device AI model makes the most sense. All of which results in a problem, how do technologists squeeze down their most complex models inside a laptop, tablet or smartphone? 


    [i] Radiomuseum – Loewe (Opta), Germany. Multi-system internal coupling 3NF

    [ii] (1961) Solid Circuit(tm) Semiconductor Network Computer, 6.3 Cubic inches in Size, is Demonstrated in Operation by U.S. Air Force and Texas Instruments (United States) Texas Instruments news release

    [iii] (2000) The Chip that Jack Built Changed the World (United States) Texas Instruments website

    [iv] Moravec H (1988), Mind Children (United States) Harvard University Press

    [v] (2010) Makimoto’s Wave | EDN (United States) AspenCore Inc.

    [vi] Jobs, S. (1980) Presentation on Apple Computer history and vision (United States) Computer History Museum via Regis McKenna

    [vii] Sinofsky, S. (2019) ‘Bicycle for the Mind’ (United States) Learning By Shipping

    [viii] Hertzfeld, A. (1981) Bicycle (United States) Folklore.org

    [ix] Jones, D. (2016) Codemasters (United Kingdom) Retro Gamer – Future Publishing

    [x] Engelbert, D. (1968) A Research Center For Augmenting Human Intellect (United States) Stanford Research Institute (SRI)

    [xi] Hormby, T. (2006) Apple’s Worst business Decisions (United States) OSnews

    [xii] Honam, M. (2009) From Brick to Slick: A History of Mobile Phones (United States) Wired

    [xiii] Ericsson History: The Nordics take charge (Sweden) LM Ericsson.

    [xiv] Singh, H., Gupta, M.M., Meitzler, T., Hou, Z., Garg, K., Solo, A.M.G & Zadeh, L.A. (2013) Real-Life Applications of Fuzzy Logic – Advances in Fuzzy Systems (Egypt) Hindawi Publishing Corporation

    [xv] Reid, T.R. (1990) The Future of Electronics Looks ‘Fuzzy’. (United States) Washington Post

    [xvi] Kushairi, A. (1993). “Omron showcases latest in fuzzy logic”. (Malaysia) New Straits Times

    [xvii] Watson, A. (2021) The Antique Microwave Oven that’s Better than Yours (United States) Technology Connections

    [xviii] Durbhakula, S. (2022) IBM dumping Watson Health is an opportunity to reevaluate artificial intelligence (United States) MedCity News

    [xix] (1998) PapriCom Technologies Wins CommerceNet Award (Israel) Globes

    [xx] Von Ahn, L., Dabbish, L. (2004) Labeling Images with a Computer Game (United States) School of Computing, Carnegie-Mellon University

    [xxi] Butterfield, D., Fake, C., Henderson-Begg, C., Mourachov, S., (2006) Interestingness ranking of media objects (United States) US Patent Office

    [xxii] Delaney, K.J., (2005) Yahoo acquires Flickr creator (United States) Wall Street Journal

    [xxiii] Hood, S., (2008) Delicious is 5 (United States) Delicious blog

    [xxiv] (2017) 10 years of Carbon Neutrality (United States) Google

    [xxv] Bakshi, V. (2018) EUV Lithography (United States) SPIE Press

    [xxvi] Wade, W. (2000) ASML acquires SVG, becomes largest litho supplier (United States) EE Times

    [xxvii] Lammers, D. (1999) U.S. gives ok to ASML on EUV effort (United States) EE Times

    [xxviii] Meade, C., Conway, L. (1979) Introduction to VLSI Systems (United States) Addison-Wesley

    [xxix] Lavagno, L., Martin, G., Scheffer, L., et al (2006) Electronic Design Automation for Integrated Circuits Handbook (United States) Taylor & Francis

    [xxx] (2010) Apple Launches iPad (United States) Apple Inc. website

    [xxxi] (1997) PalmPilot Professional (United Kingdom) Centre for Computing History

    [xxxii] Jobs, S. (2005) Apple WWDC 2005 keynote speech (United States) Apple Inc.

    [xxxiii] (2014) Makimoto’s Wave Revisited for Multicore SoC Design (United States) EE Times

    [xxxiv] Makimoto, T. (2014) Implications of Makimoto’s Wave (United States) IEEE Computer Society

    [xxxv] (2006) Nokia and Yahoo! add Flickr support in Nokia Nseries Multimedia Computers (Germany) Cision PR Newswire

    [xxxvi] Gibson, W. (2007) Spook Country (United States) Putnam Publishing Group

    [xxxvii] The O2O Business In China (China) GAB China

    [xxxviii] Carroll, G. (2008) Web Centric Business Model (United States) Waggener Edstrom Worldwide for LaSalle School of Business, Universitat Ramon Llull, Barcelona

    [xxxix] Carroll, G. (2008) Web of no web (United Kingdom) renaissance chambara

    [xl] Kelly, K. (2018) AR Will Spark the Next Big Tech Platform – Call It Mirrorworld (United States) Wired

    [xli] Heckerman, D. (1988) An Empirical Comparison of Three Inference Methods (United States) Microsoft Research

    [xlii] Sze, V., Chen, Y.H., Yang, T.J., Emer, J. (2017) Efficient Processing of Deep Neural Networks: A Tutorial and Survey (United States) Cornell University

    [xliii] Webber, M. E. (2024) Energy Blog: Is AI Too Power-Hungry for Our Own Good? (United States) American Society of Mechanical Engineers

    [xliv] Vaswani, A., Shazeer, N., Parmar, N., Uszkoreit, J., Jones, L., Gomez, A.N., Kaiser, L., Polosukhin, I. (2017) Attention Is All You Need (United States) 31st Conference on Neural Information Processing Systems (NIPS 2017)

    [xlv] Marche, S. (2024) Was Linguistic A.I. Created By Accident? (United States) The New Yorker.

    [xlvi] Radford, A. (2018) Improving language understanding with unsupervised learning (United States) OpenAI

    [xlvii] Heath, N. (2025) Authors outraged to discover Meta used their pirated work to train its AI systems (Australia) ABC (Australian Broadcast Corporation)

    [xlviii] Morey, M., O’Sullivan, J. (2024) In-brief analysis: Data center owners turn to nuclear as potential energy source (United States) Today in Energy published by U.S. Energy Information Administration

    [xlix] Bradshaw, T., Morris, S. (2024) Microsoft acquires twice as many Nvidia AI chips as tech rivals (United Kingdom) Financial Times

    [l] Smith, C. (2025) ChatGPT’s viral image-generation upgrade is ruining the chatbot for everyone (United States) BGR (Boy Genius Report)

    [li] Wayner, P. (1997) Human Error Cripples the Internet (United States) The New York Times

    [lii] Honan, M. (2013) Killing the Fail Whale with Twitter’s Christopher Fry (United States) Wired

    [liii] Mazarr, M. (2025) The Coming Strategic Revolution of Artificial Intelligence (United States) MIT (Massachusetts Institute of Technology)

    [liv] Knight, W. (2025) DeepSeek’s New AI Model Sparks Shock, Awe, and Questions from US Competitors (United States) Wired

    [lv] Sharwood, S. (2025) Manus mania is here: Chinese ‘general agent’ is this week’s ‘future of AI’ and OpenAI-killer (United Kingdom) The Register

    [lvi] Hewitt, C., Bishop, P., Steiger, R. (1973). A Universal Modular Actor Formalism for Artificial Intelligence. (United States) IJCAI (International Joint Conference on Artificial Intelligence).

    [lvii] Sculley, J. (1987) Keynote Address On The Knowledge Navigator at Educom (United States) Apple Computer Inc.

    [lviii] (1987) Apple’s Future Computer: The Knowledge Navigator (United States) Apple Computer Inc.

    [lix] Kelly, K. (1995) Out of Control: The New Biology of Machines (United States) Fourth Estate

    [lx] Nwana, H.S., Azarmi, N. (1997) Software Agents and Soft Computing: Towards Enhancing Machine Intelligence Concepts and Applications (Germany) Springer

    [lxi] Rifkin, G. (1994) Interface; A Phone That Plays Secretary for Travelers (United States) The New York Times

    [lxii] Richardson, T. (2005) Orange kills Wildfire – finally (United Kingdom) The Register

    [lxiii] Spoonauer, M. (2024) The Truth about the Rabbit R1 – your questions answered about the AI gadget (United States) Tom’s Guide

    [lxiv] Garun, N. (2019) One year later, restaurants are still confused by Google Duplex (United States) The Verge

    [lxv] Roth, E. (2025) Amazon can now buy products from other websites for you (United States) The Verge

    [lxvi] MQ-28 microsite (United States) Boeing Inc.

    [lxvii] Warwick, G. (2019) Boeing Unveils ‘Loyal Wingman’ UAV Developed In Australia (United Kingdom) Aviation Week Network – part of Informa Markets

    [lxviii] Udinmwen, E. (2025) Apple Mac Studio M3 Ultra workstation can run Deepseek R1 671B AI model entirely in memory using less than 200W, reviewer finds (United Kingdom) TechRadar

    [lxix] Kelly, K. (2010) What Technology Wants (United States) Viking Books

    [lxx] Andrews, G.R. (2000) Foundations of Multithreaded, Parallel, and Distributed Programming (United States) Addison-Wesley

    [lxxi] Criddle, C., Olcott, E. (2025) OpenAI says it has evidence China’s DeepSeek used its model to train competitor (United Kingdom) Financial Times

    [lxxii] Russell, J. (2025) China Researchers Report Using Quantum Computer to Fine-Tune Billion Parameter AI Model (United States) HPC Wire

    [lxxiii] Mistral AI home page (France) Mistral AI

    [lxxiv] (2025) High-Speed Autonomous Underwater Effects. Copperhead (United States) Anduril Industries

    [lxxv] Vertex AI with Gemini 1.5 Pro and Gemini 1.5 Flash (United States) Google Cloud website

    [lxxvi] Untersinger, M. (2024) Strava, the exercise app filled with security holes (France) Le Monde

    [lxxvii] Nilsson-Julien, E. (2025) French submarine crew accidentally leak sensitive information through Strava app (France) Le Monde

    [lxxviii] Arsene, Liviu (2018) Hack of US Navy Contractor Nets China 614 Gigabytes of Classified Information (Romania) Bitdefender

    [lxxix] Wendling, M. (2024) What to know about string of US hacks blamed on China (United Kingdom) BBC News

    [lxxx] Kidwell, D. (2020) Cyber espionage for the Chinese government (United States) U.S. Air Force Office of Special Investigations

    [lxxxi] Gorman, S., Cole, A., Dreazen, Y. (2009) Computer Spies Breach Fighter-Jet Project (United States) The Wall Street Journal

    [lxxxii] Bellan, R. (2025) Waymo may use interior camera data to train generative AI models, but riders will be able to opt out (United States) TechCrunch

  • Liberation day + more things

    Liberation day

    Liberation Day was a glorified press conference where the Trump administration revealed their tariff scale on every country around the world. Weirdly enough, Russia wasn’t tariffed. Here’s some of the interesting analysis I saw prior to, and after the event.

    Liberation day social media post.

    The Trump administration leant into an aesthetic influenced by patriotic memes, the steeliness of The Apprentice and generative AI – a look I call Midjourney Modern. Liberation Day was no exception.

    The Economist did a hot take that calls the whole thing a ‘fantasy’.

    America’s Cultural Revolution – by Stephen Roach – Conflict – Stephen Roach was an Asian focused chief economist at Morgan Stanley. The American Cultural Revolution narrative is something I have heard from a few contacts in China and Roach echoes that perspective in this article.

    China says weaponising agriculture in US trade war should be off-limits | South China Morning Post – agricultural price shocks in the past have led to civil disruption in China

    Liberation Day and The New World Order | Fabricated Knowledge

    Opinion | I Just Saw the Future. It Was Not in America. – The New York TimesPresident Trump is focused on what teams American transgender athletes can race on, and China is focused on transforming its factories with A.I. so it can outrace all our factories. Trump’s “Liberation Day” strategy is to double down on tariffs while gutting our national scientific institutions and work force that spur U.S. innovation. China’s liberation strategy is to open more research campuses and double down on A.I.-driven innovation to be permanently liberated from Trump’s tariffs.

    Beijing’s message to America: We’re not afraid of you. You aren’t who you think you are — and we aren’t who you think we are. – Thomas Friedman – Overall, I would agree with the sentiment, BUT, you have to remember what he’s been shown is the best view of what China can do and reality is much more complex. I still think that there is a lot of the future being made in places like France, Finland, Latvia, Japan, Singapore, South Korea and Taiwan – as well as China. What China does best is quantity that has a scale all of its own, something America has historically excelled at.

    Consumer behaviour

    Bachelors Without Bachelor’s: Gender Gaps in Education and Declining Marriage Rates by Clara Chambers, Benjamin Goldman, Joseph Winkelmann :: SSRN

    Culture

    Montreal DJs move clubbing from midnight to morning, adding coffee and croissants | Trendwatching – early morning clubbing, reminds of Marky J‘s mornings at the Baa Bar in Liverpool.

    Health

    Is Gen Z more mentally ill, or do they just talk about it more? | Doomscrollers

    Europe Rapidly Falling Behind China in Pharma, Astra Chief Warns – Bloomberg

    Ideas

    I’m Tired of Pretending Tech is Making the World Better | Joan Westenberg

    Innovation

    Samsung Develops Groundbreaking Achromatic Metalens With POSTECH – Samsung Global Newsroom

    Korea

    South Korean movie theater launches monthly knit-while-you-watch screenings | Trend-Watching

    Luxury

    Counterfeit luxury goods: London raids miss the target | Dark Luxury

    Vogue Business Index top 10: Preppy is back and so is Ralph Lauren | Vogue Business

    Polène: The global success of the French handbag made with love | Le Monde

    Marketing

    X-tortion: How Advertisers Are Losing Control Of Media Choice | Forrester – I am surprised how ‘on the nose’ Forrester is in this post.

    Technicolor, Parent Company of The Mill, MPC, and Mikros, Facing Potential Closure | LBBOnline – this hit the creative industries like a lightning bolt.

    Influencer Marketing: The quiet reset in the influencer economy, ET BrandEquity – the total number of influencers has shot up from 9,62,000 in 2020 to 4.06 million influencers in 2024, reflecting a staggering 322% growth.

    Materials

    DIY Birkin? China’s Gen Z 3D print dupes, share on RedNote | Jing Daily – Armed with affordable 3D printers and free design templates, young consumers are crafting their own versions of iconic luxury accessories. – Homage flowerpots or penholders rather than ‘dupes’ but 3D printing feels mainstream

    Online

    Revealed: Google facilitated Russia and China’s censorship requests | Censorship | The Guardian – After requests from the governments of Russia and China, Google has removed content such as YouTube videos of anti-state protesters or content that criticises and alleges corruption among their politicians. Google’s own data reveals that, globally, there are 5.6m items of content it has “named for removal” after government requests. Worldwide requests to Google for content removals have more than doubled since 2020, according to cybersecurity company Surfshark.

    The reason you feel alienated and alone | Madeline Holden – your Dunbar number is filled with para-social relationship rather than social relationships.

    China’s fragile online spaces for debate | Merics

    AI Discoverability: Amazon’s Mistakes NN Group

    Retailing

    Lidl TikTok Shop launch sells out in under 20 minutes | Retail Gazette – I am curious about Lidl fulfilment approach

    Security

    Military delegates lose sway at China’s signature political gathering | FT

    Putin is Unlikely to Demobilize in the Event of a Ceasefire Because He is Afraid of His Veterans | Institute for the Study of War – which poses economic challenges in Russia and a greater incentive to attack outside Ukraine once the conflict winds down

    Exclusive: Secretive Chinese network tries to lure fired federal workers, research shows | Reuters

    FBI raids home of prominent computer scientist who has gone incommunicado – Ars Technica

    Technology

    Google’s Sergey Brin Asks Workers to Spend More Time In the Office – The New York Times – 60 hour weeks are productivity sweet spot according to Sergey Brin. Silicon Valley looks more-and-more like Huangzhou.

    Alibaba exec warns of overheating AI infrastructure market • The Register

    Telecoms

    SoftBank and Ericsson agree to collaborate on next-gen telco tech

    Web-of-no-web

    Meta announces experimental Aria Gen 2 research smart glasses | CNBC

    WeRide to open driverless taxi service in Zurich | EE News – Chinese operator is set to launch a fully unmanned taxi service in Zurich in the next few months. This follows the launch of its latest generation Robotaxi, the GXR, for fully unmanned paid autonomous ride-hailing services in Beijing. The GXR, with a L4-level redundant drive-by-wire chassis architecture, is WeRide’s second Robotaxi model to achieve fully driverless commercial operations in the city following pilot trials.

    Wireless

    London’s poor 5G blamed on spectrum, investment, Huawei ban • The Register – the comments nail it

  • PHNX awards jury interview

    I am fortunate to be an awards juror for the second time. This is for the Adforum PHNX advertising awards which attracts entries from around the world.

    Proud to be a juror again this year for Adforms PHNX awards

    As part of the process I responded to some interview questions. I hope that my old gaffer Tony Gresty appreciated my quoting of him decades later and was surprised that there wasn’t pushback about my assertion of a ‘post-social’ marketing era.

    What motivates you to be part of the PHNX Jury, and what do you hope to bring to the judging process?

    Before I worked in advertising, I served an apprenticeship in plant process engineering. My old gaffer who was responsible for me had a few sayings. One of which was practice sharpens skill. By being a judge, I hope that I am helping people within the industry around the world to sharpen their skill. Seeing great challenging work and asking myself how it fits the customer and client needs in turn, helps further sharpen my skill as a strategist. TL;DR (too long; didn’t read) altruist generosity?

    PHNX has always been about celebrating creativity in all its forms. What new perspectives or disciplines do you think deserve more recognition in award shows today?

    Strategy has the Effies, BUT its focus is larger than creativity with a major focus on efficiency and effectiveness rather the creative process. Strategy always provides the ‘assist’ with single-minded insight and creative JOTBD (job to be done), but is never the ‘goal scorer’ to use an American sports stats metaphor. I think that creativity is not only about the creative, but also the context where the creative is placed – which brings in the disciplines of project management’s orchestration, production’s craft and media planning. I think this is going to become far more important as we go towards a post-social era.

    Which countries or regions do you think are leading the creative field right now? And which emerging markets should we look out for?

    A really interesting question. Leading is probably the wrong phrase to use, but there are markets that are under-estimated. Thailand and the Philippines have well-deserved reputations for emotional storytelling. Year-after-year when I look at lunar new year adverts Malaysia hits well above its weight given the size of the market. 

    Japan has been consistently delighting advertising folk for the past five decades. 

    Probably a better question to ask me after I have been through this year’s award entries.

    What trends or cultural shifts do you think will define the most impactful creative work this year?

    With everything that’s going on, I think we’ll need more humour. Trends within the advertising industry are also leaning towards a better mix of formats. As an industry we over-index on social vs. attention, efficiency and effectiveness for large brands. So we’ve seen a renaissance in OOH amongst other formats.

    There is also a return to basics: creative consistency, fluent objects, the power of storytelling and humour. Finally consumers are more interested in consuming more longer form audio and video content, so what a creative execution might look like I hope is very different.

    If you could give one piece of advice to agencies and creatives submitting their work, what would it be?

    Be single-minded in terms of category consideration. My biggest criticism of last year’s PHNX award entries was not about the quality of the work per se. Many of the entries had a given creative was put in for consideration for the wrong category. And it was the same entries doing it over-and-over again. If it isn’t relevant it’s just going to get ignored or get under the skin of the judges. In the same way that a poorly-placed ad that is slapped all over the place without consideration would have a similar effect in the real world.

    Rant over: I wish everyone the best of luck, finally don’t be disheartened. All of the work was of a high standard, choosing winners is hard.

    Which creative minds are inspiring you the most right now?

    In the widest creative sense I am working my way through veteran Hong Kong film director Johnnie To‘s back catalogue; some of his works like Breaking News feel like exceptionally contemporary given our media environment. A couple of creatives using AI in a really smart way are Omar Karim aka @arthur_chance on instagram and the Dor Brothers. Agency work-wise VCCP’s immersive installation for Transport for London and a small Malaysian shop called Days Studios (whose bread-and-butter work is usually weddings!), yet, did a fantastic job producing a Chinese New Year ad for a cosmetic treatment clinic Aglow Studio – not what you’d call a big client yet it felt like a bigger production than many large brands. Go Google the ad ‘hiss of prosperity’ and watch it on YouTube.

    It’s your last chance to enter for free here.

  • March 2025 newsletter

    March 2025 introduction

    Welcome to my March 2025 newsletter, this newsletter marks my 20th issue. Or one score, as they used to say down the Mecca bingo hall. A score is a common grouping used in everything from selling produce to indicating the scale of an accident in a news headline. In Japan, it signals legal adulthood and is celebrated with personal ceremonies.

    I didn’t know that March was Irish-American Heritage month. I just thought that we had St Patrick’s Day.

    Hopefully April will bring us warmer weather that we should expect of spring. In the meantime to keep my spirits up I have been listening to Confidence Man.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    Strategic outcomes

    Things I’ve written.

    • I curated some of the best analyses on DeepSeek, and more interesting things happening online.
    • Pharmacies are blatantly marketing prescription-only medicines. It’s illegal, there is no GLP-1 permission that allows consumer marketing of prescription-only medicines used for weight loss and weight management.
    • Clutch Cargo – how a 1960s animation managed to transform production and show the power of storytelling.
    • A look back at Skype. I will miss its ring tone when it shuts down in May.
    • Looking at the Majorana 1 chip promising a new generation of quantum computing, generative AI production, refrigeration and an oral history of Wong Kar wai’s In the Mood for Love & 2046.

    Books that I have read.

    • Now and again you come across a book that stuns you. Red Sky Mourning by Jack Carr, is one such book, but not in a good way. Carr is famous because of his service in the American military which he has since parlayed into a successful entrepreneurial career from TV series to podcasts. So he covers all things tactical knowledgeably. Conceptually the book has some interesting ideas that wouldn’t feel that out of place in a Neal Stephenson or William Gibson novel. So Carr had a reasonably solid plan on making a great story. But as the saying goes, no plan survives first contact with the enemy. Carr’s enemy was his own writing style without aggressive editing. The editing process is a force multiplier, breathing the artistic brevity of Ernest Hemingway into a manuscript and protecting the author from their own worst impulses. I found the book hard to read because I would repeatedly run up against small niggly aspects, making it hard to suspend disbelief and get into the story. Carr loves his product brands, in this respect Red Sky Mourning reminded me a lot of early Brett Easton-Ellis. Which got me thinking, who is Carr actually writing for? Part of the answer is Hollywood, Carr’s books have been optioned by Amazon, one of which was adapted as The Terminal List. I imagine that another audience would be young (privileged caucasian male) management consultant types who need a bit of down time as they travel to and from client engagements – after a busy few days of on-site interviews, possibly with a tumbler of Macallan 12 – which was purchased in duty-free. The kind of person who considers their Tumi luggage in a tactical manner. The friend who gave it to me, picked it up for light reading and passed it on with a degree of incredulity. On the plus side, at least it isn’t a self-help book. It pains me to end a review so negatively; so one thing that Jack Carr does get right is the absolute superiority of Toyota Land Cruisers in comparison to Land Rover’s products. If you have it in hard copy, and possess sufficient presence of mind, it could serve you well in improvised self-defence as it comes in at a substantial 562 pages including the glossary and acknowledgements.
    • The Decagon House Murders by Yukito Ayatsuji is a classic murder mystery. A university crime club with each member named after a famous fictional detective gather to investigate a murder on an isolated island. The book slowly unravels the answer to the K-University Mystery Club’s annual trip bringing it to a logical conclusion.
    • She Who Became the Sun by Shelley Parker-Chan was an interesting piece of Chinese historical fiction. It is less fantastic than the wuxia works of Louis Cha that dominated the genre previously. More here.
    • Chinese Communist Espionage – An Intelligence Primer by Peter Mattis and Matthew Brazil tells the story of modern China through the story of its intelligence services. From the chaos under Mao purges and the Cultural Revolution to forces let loose by ‘reform and opening up’. More here.
    • In the early 2000s, as we moved towards a social web, we saw a number trends that relied on the knowledge of a group of people. Crowdsourcing channeled tasks in a particular way and became a popular ‘innovation engine’ for a while. The wisdom of crowds captured the power of knowledge within nascent question and answer platforms. Prediction markets flourished online. Superforecasting by Tetlock and Gardner try and explain who and why these models work, particular where they rely on knowledge or good judgement. The book does a good job at referencing their sources and is readable in a similar way to a Malcolm Gladwell book.

    Things I have been inspired by.

    Why does humour in advertising work?

    My Dad is a big fan of the Twix bears advertisement, so much so, that he repeats the script verbatim when it comes on. We know that humour works and that it’s under-used in advertising, but it would be good to have data behind that in order to support it as a suggestion to clients.

    twix bears

    WARC have published What’s Working In Humorous Advertising which goes a good way to providing that support.

    The takeouts from the report include:

    • Humour as a memory hook: Comedy surprises and delights, it makes consumers stop, engage and then remember. Over time it builds into nostalgia.
    • It relies on universal insights – that work across age cohorts, cultures and geographies. Its also intrinsically shareable – and not just on social platforms.
    • Celebrity x humour drives fame: Well-executed humour paired with celebrity endorsements, (Ryan Reynolds being a standout example) boosting brand impact.
    • Well executed humour can supercharge marketing ROI. Ads with humour are 6.1x more likely to drive market share growth than neutral or dull ads.

    Accessible advertising

    The Ad Accessibility Alliance have launched The Ad Accessibility Alliance Hub, which made me reflect on accessibility as a subject. I can recommend the hub as it provides good food for thought when considering mandatories for creative. ISBA’s reframing accessible advertising helps make the business case beyond the social benefits of inclusivity. The ISBA also provides links to useful assets. Finally, I can recommend Designing Interactions by Bill Moggridge which provides a broader context to help think about accessible advertising as part of a system.

    Social platform benchmarks

    RealIQ have done great research of engagement rates across thousands of brands in a number of sectors. What we get is an engagement benchmark set across platforms and industries. We can debate the value of engagement, and the different nature of platforms, so you can’t compare across platforms.

    Chart of the month.

    What I could compare in the RealIQ data was the rate in change in engagement rates year-on-year. The clear losers over time were Facebook and Twitter at an aggregate level. This also explains the x-tortion (as Forrester Research described them) tactics being deployed by Twitter. Combining high rates of engagement decline and reduced reach means that Twitter doesn’t look particularly attractive as a platform vis-a-vis competitors.

    Change in platform engagement

    Things I have watched. 

    Hunt Korean spy film

    Hunt (헌트) is a great Korean film. It provides a John Le Carré style spy hunt story in 1980s era South Korea prior to the move towards democracy. It’s a stylish, if brutal film that touches on parts of South Korea’s history which we in the west tend to know very little about. Hunt takes an unflinching look at the legacy of the military government as well as their North Korean rivals.

    Philip Kaufman‘s The Right Stuff is a movie adaptation of Tom Wolfe’s account based on US post-war fighter development through to the height of the Mercury space programme. The film went on to receive eight nominations at the Academy Awards. You have an ensemble cast of great character actors who deal with the highs and lows at the cutting edge of aerospace technology. The Right Stuff is as good as its reputation would have you believe. The film captures the drama and adventure that Wolfe imbued his written account of the journey to space. As a society it is good to be reminded that if we put our mind to it the human race is capable of amazing audacious things.

    Disco’s Revenge – an amazing Canadian documentary which has interviews with people from soul and disco stars including Earl Young, David Mancuso, Joe Bataan, Nicky Siano – all of whom were seminal in the founding of disco.

    It also featured names more familiar to house music fans including DJ Spinna, Frankie Knuckles, Kevin Saunderson and John ‘Jellybean’ Benitez – who was key in proto vocal house productions.

    The documentary also shows hip-hop was influenced by disco mixing.

    Along the way it covers the fight for gay rights in the US and its easy to see the continuum onwards to house music and the current dance music scene. It’s one thing knowing it and having read the right books, but the interviews have a power of their own.

    It takes things through to ‘club quarantine’ during the COVID-19 lockdown.

    I hate that’s its streaming only, rather than Blu-Ray but if you can put that one issue aside and watch it. If you try it and enjoy it, you’ll also love Jed Hallam‘s occasional newsletter Love Will Save The Day.

    I picked up a copy of Contagion on DVD, prior to COVID and watched it with friends in a virtual social manner during lockdown. This probably wasn’t the smartest move and I spent the rest of lockdown building my library of Studio Ghibli films instead. It’s a great ensemble film in its own right. Watching it back again now I was struck by how much Contagion got right from Jude Law’s conspiracy theorist with too much influence and combative congressional hearings.

    The film makers had the advantage of looking back at SARS which had hit Hong Kong and China in 2002 – 2004. Hong Kong had already been hit by Avian flu H5N1 from 1997 to 2002. Both are a foot note in history now, I had a friend who picked up their apartment on the mid-levels for 30 percent below 1997 market rates due to the buffeting the Hong Kong economy took during this time. The only thing that the film didn’t envision was the surfeit of political leadership in some notable western countries during COVID, which would have added even more drama to Contagion, not even Hollywood script writers could have made that up.

    Leslie Cheung photographed while playing

    Hong Kong film star Leslie Cheung was taken from us too early due to depression. But the body of work that he left behind is still widely praised today. Double Tap appeared in 2000. In it Cheung plays a sport shooter of extraordinary skill. The resulting film is a twisting crime thriller with the kind of action that was Hong Kong’s trademark. It represents a very different take on the heroic bloodshed genre. At the time western film critics compared it to The Matrix – since the US film was influenced by Hong Kong cinema. Double Tap has rightly been favourably compared by film critics to A Better Tomorrow – which starred Cheung and Chow Yan Fat.

    Useful tools.

    Knowledge search

    Back when I worked at Yahoo!, one of our key focuses was something called knowledge search. It was searching for opinions: what’s the best dry cleaner in Bloomsbury or where the best everyday carry items for a travelling executive who goes through TSA style inspections a few times a week. Google went on to buy Zagat the restaurant review bible. Yahoo! tried to build its own corpus of information with Yahoo! Answers, that went horribly wrong and Quora isn’t much better. A more promising approach by Gigabrain tries to do knowledge search using Reddit as its data source. I’ve used it to get some quick-and-dirty qualitative insights over the past few months.

    Digital behaviour ‘CliffsNotes’

    Simon Kemp launched this year’s Digital 2025 compendium of global online behaviours. It’s a great starter if you need to understand a particular market.

    Encrypting an external hard drive

    I needed to encrypt an external hard drive to transfer data and hadn’t used FileVault to do it in a while. Thankfully, Apple has a helpful guide buried in its support documents. From memory the process seems to have become more complicated over time. It used to be able to be done by using ‘control’ and click on the drive before scrolling down. Now you need to do it inside Disk Utility.

    The sales pitch.

    now taking bookings

    I am now taking bookings for strategic engagements; or discussions on permanent roles. Contact me here.

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my March 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and enjoy the Easter break.

    Don’t forget to share if you found it useful, interesting or insightful.

    Get in touch if there is anything that you’d like to recommend for the newsletter.